Lead Relationship Manager

Northern Trust • Greenwich, CT

2d

About The Position

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Requirements

• Broad knowledge of personal financial planning.
• 10–15 years of industry experience, including substantial relationship management, portfolio management, fiduciary, and/or sales experience.
• Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Nice To Haves

• Completion of any of the following is highly preferred: MBA and/or CFA, CFP, CIMA, CPWA, CAIA, CTFA and/or any professional designation that aligns with the financial services industry/wealth management.

Responsibilities

• Evaluate, develop, and implement comprehensive client relationship plans, overseeing clients’ total relationship.
• Assess clients’ banking and investment needs and identify growth opportunities.
• Build relationships, engage specialists, close sales, and ensure smooth service delivery.
• Structure and negotiate complex loans within lending limits while maintaining credit quality.
• Advise clients on financial issues, products, services, tax and regulatory changes, and market conditions.
• Coordinate partner teams to deliver accurate, timely solutions.
• Engage and coordinate with clients’ external advisors (attorney, CPA, etc.).
• Provide feedback on team members’ contributions to results.

Benefits

• flexible and collaborative work culture
• strong history of financial strength and stability
• Movement within the organization is encouraged
• senior leaders are accessible
• company committed to an inclusive workplace
• assisting the communities we serve
• Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture.
• Employees around the world give their time and talent to work for the greater good of their communities.
• Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed